Charles Schwab
GTM

Charles Schwab’s ZoomInfo Technologies GTM Stock Holding History

Charles Schwab’s Portfolio GTM Stock Details GTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.53M Buy
3,251,111
+511,945
+19% +$2.3M ﹤0.01% 2181
2026
Q1 		$16.4M Buy
2,739,166
+331,117
+14% +$2.43M ﹤0.01% 1855
2025
Q4 		$24.5M Buy
2,408,049
+126,784
+6% +$1.31M ﹤0.01% 1622
2025
Q3 		$24.9M Buy
2,281,265
+27,718
+1% +$297K ﹤0.01% 1613
2025
Q2 		$22.8M Sell
2,253,547
-45,934
-2% -$425K ﹤0.01% 1600
2025
Q1 		$23M Buy
2,299,481
+86,382
+4% +$906K ﹤0.01% 1565
2024
Q4 		$23.3M Buy
2,213,099
+19,083
+0.9% +$204K ﹤0.01% 1619
2024
Q3 		$22.6M Buy
2,194,016
+29,733
+1% +$311K ﹤0.01% 1631
2024
Q2 		$27.6M Buy
2,164,283
+19,601
+0.9% +$274K 0.01% 1470
2024
Q1 		$34.4M Buy
2,144,682
+82,541
+4% +$1.34M 0.01% 1264
2023
Q4 		$38.1M Buy
2,062,141
+72,701
+4% +$1.14M 0.01% 1182
2023
Q3 		$32.6M Buy
1,989,440
+990,077
+99% +$20.2M 0.01% 1173
2023
Q2 		$25.4M Buy
999,363
+51,920
+5% +$1.23M 0.01% 1322
2023
Q1 		$23.4M Buy
947,443
+53,534
+6% +$1.37M 0.01% 1338
2022
Q4 		$26.9M Buy
893,909
+19,973
+2% +$689K 0.01% 1214
2022
Q3 		$36.4M Sell
873,936
-1,504,988
-63% -$63.9M 0.01% 965
2022
Q2 		$79.1M Buy
2,378,924
+18,339
+0.8% +$809K 0.03% 544
2022
Q1 		$141M Buy
2,360,585
+58,243
+3% +$3.13M 0.04% 390
2021
Q4 		$148M Buy
2,302,342
+944,870
+70% +$63.3M 0.04% 390
2021
Q3 		$83.1M Buy
1,357,472
+863,259
+175% +$51.6M 0.03% 580
2021
Q2 		$25.8M Buy
494,213
+57,369
+13% +$2.7M 0.01% 1378
2021
Q1 		$21.4M Sell
436,844
-184,062
-30% -$9.25M 0.01% 1482
2020
Q4 		$29.9M Buy
620,906
+96,807
+18% +$4.17M 0.01% 1110
2020
Q3 		$22.5M Buy
524,099
+517,999
+8,492% +$20.3M 0.01% 1125
2020
Q2 		$312K Buy
+6,100
New +$292K ﹤0.01% 3028

Other funds holding GTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab's GTM Position: Q2 2026 in Review

Charles Schwab increased its ZoomInfo Technologies (GTM) stake by 19% in Q2 2026, buying an estimated $2.3M and bringing the position to 3,251,111 shares worth $9.53M. The position accounts for ﹤0.01% of the portfolio, ranked #2181.

Charles Schwab first reported a position in GTM in Q2 2020 and has held it in 25 quarters since. The position peaked at $148M in Q4 2021. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Charles Schwab held 3,251,111 shares of ZoomInfo Technologies worth $9.53M as of Q2 2026.
  • Charles Schwab bought 511,945 ZoomInfo Technologies shares in Q2 2026, an estimated $2.3M.
  • ZoomInfo Technologies made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2181 holding.
  • Charles Schwab first reported a position in ZoomInfo Technologies in Q2 2020 and has held it in 25 quarters since.
  • Charles Schwab's ZoomInfo Technologies position peaked at $148M in Q4 2021.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.